+1.5%
PLD vs HTZ
-94.7%
+96.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -20.8% | +18.7% | -0.2% |
| 7D | +0.4% | -7.7% | +8.1% | +0.9% |
| 30D | -0.1% | -13.1% | +13.0% | +0.8% |
| 3M | -7.9% | +14.7% | -22.7% | -10.6% |
| 6M | -7.0% | -70.6% | +63.7% | +1.8% |
| YTD | +3.1% | -65.2% | +68.2% | +9.8% |
| 1Y | +7.1% | -73.2% | +80.3% | +16.9% |
| 3Y | +32.9% | -80.8% | +113.7% | +43.4% |
| 5Y | +1.5% | -94.8% | +96.3% | +24.8% |
| All | +1.5% | -94.7% | +96.3% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling